MSLC institutional holders

Morgan Stanley Pathway Large Cap Equity ETF · 35 reporting institutions · $2.8B reported value

Funds that can replace MSLC · MSLC return decomposition

Institutional holdings

Institutions reporting MSLC, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$2.8B23,1852026-06-30
Comerica Bank$3.5M02025-12-31
Fifth Third Bancorp$3.4M02026-06-30
Citadel Advisors LLC$2.6M02026-06-30
Lpl Financial LLC$1.2M23,4582026-06-30
Stifel Financial Corp$1M02026-06-30
Jane Street Group, LLC$905.2K02026-06-30
Leavell Investment Management, Inc.$883K252026-06-30
Raymond James Financial Inc$523.1K02026-06-30
Envestnet Pmc$385.1K602026-06-30
Western Wealth Management, LLC$348.6K1122026-06-30
Hb Wealth Management, LLC$316.9K1692026-06-30
Northwestern Mutual Wealth Management Co$307.2K02026-06-30
Stonex Group Inc.$303.6K02026-06-30
Savant Wealth Management$302.2K4052026-06-30
Cetera Investment Advisers$292.3K10,3702026-06-30
B. Riley Wealth Advisors, Inc.$264K1702026-06-30
Mariner, LLC$261.2K02026-06-30
Wedmont Private Capital$200.8K122026-06-30
Wells Fargo & Company/mn$197.5K02026-06-30
Steward Partners Investment Advisory, LLC$194.9K4812026-06-30
Newedge Advisors$76.3K6012026-06-30
Aventura Private Wealth, LLC$75K32026-06-30
Osaic Holdings, Inc.$72.8K02026-06-30
Geneos Wealth Management, Inc.$63.9K1932026-06-30
Vanguard Advisers Inc$56.1K2,4692026-06-30
Trust Co of Vermont$29.8K02026-06-30
Colonial Trust Advisors$25K152026-06-30
Assetmark, Inc$18.4K2202026-06-30
Creative Financial Designs Inc /adv$17.3K02026-06-30
Ifp Advisors, Inc$16.6K3182026-06-30
Integrated Wealth Concepts LLC$9.2K4802026-06-30
Royal Bank of Canada$8K02026-06-30
Sarver Vrooman Wealth Advisors$4.7K42026-06-30
Buck Wealth Strategies, LLC$2.9K502026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30